ANALYSIS & MANAGEMENT
Management of your contracts:
Mandated by private individuals and national and international companies, our goal is to analyze your portfolio and your financial situation.
ANALYSIS
Our assessment of the existing insurance portfolio is done through your "risk" profile. This tells us how you operate and your needs such as:
Advice on establishing contracts including the related administrative procedures.
Analysis of your situation and your insured benefits.
Market comparison.
Correspondence with insurers, control of premiums and statements.
Information on market developments.
Tips for Pension Planning/Retirement
Tax advice with our trust, tax and legal partners.
Support for mortgage applications from Insurance Companies and Banks .
non- exhaustive list
MANAGEMENT
Management can only be done through solutions tailored to needs. This personalized service is enhanced by any type of coverage that companies offer such as
Personal insurance (accidents, loss of earnings, collective illness, private and professional accident and illness)
Various liability insurance, management, products, professional, pollution etc.
Building, property and business insurance (protection of assets)
Private or fleet vehicle insurance
Legal protection (private, traffic and professional)
Occupational pension plan (2nd pillar)
Private pension, 3rd pillar, Investment and life annuities (preparation for retirement)
non-exhaustive list